This article explains how to use the Branding feature to customize your Alerts and Polls with various branding options. Branding provides the ability to customize colors, logos, voice numbers, reply to emails, and email footers with different information, such as individual departments' branding.
Important Notes
If no brand is selected or configured, alerts will default to the CivicPlus branding.
Core customers only have one brand. Pro customers can set up unlimited branding. If you are not set up as a Pro customer, you will get an "Error Creating Brand" message.
If a brand is associated with a template, you will not be able to delete that brand until the brand is no longer associated with the template.
Create a Brand
Sign in to the system if you have not already
Navigate to Settings, then select Branding
Click the blue plus-sign icon below the Account menu
Fill in the Create Brand fields
Create Brand
Brand Name (required): This name will be shown to the public
Brand Description: Gives additional context to the Brand Name
Default Brand: Check this option to make this brand the default for Alerts and Polls
Colors and Logo
Logo Image: Select an existing image or upload a new image that will serve as the brand logo. For maximum compatibility, images should be in the .png or .jpg formats and have a maximum height of 100 pixels.
Primary Color: Select the main color used in communication
Voice Settings
Caller ID (identification): Modify the caller ID associated with a voice message from this brand. A phone number must be saved in a brand to be used as the outbound caller ID for voice calls, and users cannot modify this value when sending an alert.
Email Settings
Default Alert Subject: The text that will appear in the email's subject line.
Require at send time: Check this option to set the Subject field as required on poll and alert forms that use this brand
Display Name (optional): The "From" name in an alert email
Use sender's display name: Check this option to set the brand's Display Name to the name and email address of the alert sender
Reply-To-Email Address (optional): The reply-to address that will appear in any emails from the brand.
Example Reply To Email Automated Response
"Thank you for your email. This is not a monitored email inbox. If you're experiencing an emergency, please call 911. If you're not experiencing an emergency, pleas reach out to [city email].”
Use sender's email for reply-to: Check this option to set the brand's Reply-To email address to the email address of the alert sender
Email Footer: Text that will appear at the bottom of an alert email
Access
Add Person: Grant access to specific people
Add Role: Grant access to roles
Click the blue, rectangular Create button below the Email Footer field
The brand has been created
Edit a Brand
Sign in to the system if you have not already
Navigate to Settings, then select Branding
Click the name of the brand you wish to edit
Update the Edit Brand fields as desired
Edit Brand
Brand Name (required): This name will be shown to the public
Brand Description: Gives additional context to the Brand Name
Default Brand: Check this option to make this brand the primary setting
Colors and Logo
Logo Image: Select an existing image or upload a new image that will serve as the brand logo
Primary Color: Select the main color used in communication
Voice Settings
Caller ID (identification): The number that will appear on a voice message
Email Settings
Default Alert Subject: The subject line that will appear in an email alert
Require at send time: Check this option to set the Subject field as required on poll and alert forms that use this brand
Display Name (optional): The "From" name in an alert email
Use sender's display name: Check this option to set the brand's Display Name to the name and email address of the alert sender
Reply-To-Email Address (optional): The email address a reply will go to
Example Reply To Email Automated Response
"Thank you for your email. This is not a monitored email inbox. If you're experiencing an emergency, please call 911. If you're not experiencing an emergency, pleas reach out to [city email].”
Use sender's email for reply-to: Check this option to set the brand's Reply-To email address to the email address of the alert sender
Email Footer: Text that will appear at the bottom of an alert email
Access
Add Person: Grant access to specific people
Add Role: Grant access to roles
Click Preview to see your changes
Click the Save button to save your changes
Select a Specific Brand for an Alert or Poll
Sign in to the system if you have not already
Open the Send an Alert or Send a Poll forms
Select a Brand for your Alert or Poll from the Alert Sender Information card
Note:
If you do not choose a specific Brand from the Alert Sender Information card, the system will automatically select the default brand for you. The attributes of the selected brand, including the Default Alert Subject, Display Name, Reply-To Email address, Logo, Primary Color, Caller ID, and Email Footer, will be incorporated into the Alert or Poll you send.
Associate a Brand with a Template
Sign in to the system if you have not already
Select a Brand from the drop-down menu on the Alert Sender Information card
Note:
Alternatively, you can select the Use Default Brand checkbox to associate the default brand with the template.
Delete a Brand
Important Note
If a brand is linked to a template, you will need to first dissociate the brand from the template before you can delete the brand.
Sign in to the system if you have not already
Navigate to Settings, then select Branding
Locate the brand you wish to delete and click the black trash can icon on the row
Click the blue rectangular Confirm button on the Confirm Delete pop-up that appears
